AI Chips news and analysis on Web Pulse: 6237 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia has a 90% probability of ending June as the world's largest company by market capitalization, according to Polymarket pricing. The AI-chip maker's market cap is estimated between $5.2 and $5.3 trillion, with Apple…
Major stock indexes fell sharply Friday after a strong jobs report raised expectations for a Federal Reserve interest rate hike, with the Nasdaq 100 tumbling more than 3% as AI-related tech stocks led the decline. The th…
Nvidia CEO Jensen Huang unveiled a new laptop design and computing paradigm at Computex, centered on the company's RTX Spark AI hardware. The announcement, part of a broader push from Big Tech, raises questions about con…
An AI chip design stock remains 24% below its high despite reporting 42% revenue growth. Wall Street analysts are reportedly focusing on the wrong metric, overlooking the company's strong financial performance.
The Dow Jones Industrial Average reached a new high during the week, while shares of Broadcom and Ciena were impacted by developments in AI and chip stocks. Additionally, news emerged regarding a potential SpaceX initial…
Elon Musk will address ASML employees in a virtual fireside chat next Thursday to pitch SpaceX's Terafab semiconductor concept, according to internal communications seen by Business Insider. The event, held at Europe's m…
Meta is constructing six massive weatherproof tent structures near New Albany, Ohio, each spanning 125,000 square feet, to house GPU clusters for AI compute. The "rapid deployment structures" cut traditional data center …
The European Commission on June 3-5, 2026 proposed a "European Technological Sovereignty Package" including a Chips Act 2.0, Cloud and AI Development Act, and Open Source Strategy to reduce the EU's reliance on non-EU te…
TvN announced Tuesday that Nvidia CEO Jensen Huang will appear on the South Korean talk show “You Quiz on the Block,” marking another high-profile international booking for the program. Huang, who rarely appears on enter…
AI investment funds are shifting from GPU-focused semiconductor stocks to broader infrastructure sectors including power, industrial goods, and space, as profit-taking hits leading AI chipmakers like Broadcom. The U.S. m…
Technology stocks fell sharply Friday as a stronger-than-expected jobs report pushed bond yields higher, reducing the likelihood of near-term interest rate cuts and weighing on high-valuation momentum names. Broadcom sha…
Quantitative trading firm Jane Street is building and independently financing its own data center, signaling a major escalation in the race for compute power amid surging AI demand. The move follows a $6 billion commitme…
The European Commission announced an ambitious legislative package this week to boost the EU's digital sovereignty, aiming to compete with the US and China on chips, data centers, and AI while mobilizing hundreds of bill…
Alphabet CEO Sundar Pichai announced Project Suncatcher, a plan to deploy 81 solar-powered satellites carrying Google's Tensor Processing Units into a tight orbital cluster to create an AI data center in space. A two-sat…
Nvidia’s net income surged 2,900% over three years, climbing from $4.37 billion in fiscal 2023 to $120 billion in fiscal 2026, driven almost entirely by AI demand. The chipmaker reported $58.321 billion in net income for…
Pinterest committed $4 billion to Amazon Web Services for cloud services through 2031, the largest infrastructure deal in the company's history, to power AI-driven visual search and personalization for its 600 million mo…
Chinese startup Spirit AI has topped the RoboArena leaderboard with a score of 1,924, surpassing Nvidia's Cosmos3-Nano-Policy at 1,881 in a benchmark Nvidia co-developed with Stanford and UC Berkeley. The achievement mar…
The rapid expansion of AI hardware manufacturing is creating economic distortions reminiscent of Dutch disease, where a booming sector drives up costs and draws resources away from other industries. This phenomenon is le…
Micron Technology lost approximately $94 billion in market capitalization on June 4 after Broadcom's disappointing AI chip guidance triggered a sector-wide sell-off. Micron shares fell 7.7% in the company's steepest sing…
Gigabyte has unveiled a prototype server that packs 40 Intel Lunar Lake processors into a chassis the size of a pizza box. The compact system, demonstrated at an industry event, is designed for edge computing and AI work…